Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLEGX (RETIREMENT LIVING THROUGH 2025 PORTFOLIO CLASS R4) | 7.10% | 16.42% | 11.97% | 0.76% | 5.35% | 5.76% | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/02/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLEGX (RETIREMENT LIVING THROUGH 2025 PORTFOLIO CLASS R4) | 11/02/2006 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 16.42 | 11.97 | 0.76 | 5.35 | 5.76 | NA | … | … | 7.10 | 13.97 | 7.83 | 12.70 | -27.09 | 3.87 | 11.23 | 19.56 | -6.59 | 16.03 | 8.05 | -1.27 | 5.14 | 19.45 | 14.59 | -3.87 | 14.67 | 35.65 | -38.54 | 7.96 | 4.86 |
| Sharpe Ratio | NA | 2.09 | 1.13 | -0.14 | 0.32 | NA | NA | … | … | 1.76 | 1.33 | 0.18 | 1.03 | -1.43 | 0.36 | 0.53 | 2.51 | -0.85 | 3.41 | 0.78 | -0.12 | 0.60 | 2.30 | 1.43 | -0.20 | 0.86 | 1.43 | -1.11 | 0.34 | 4.81 |
| Standard Deviation(%) | NA | 6.90 | 7.98 | 11.80 | 11.70 | NA | NA | … | … | 8.66 | 8.49 | 6.97 | 8.25 | 19.94 | 10.73 | 20.72 | 7.24 | 9.31 | 4.54 | 10.00 | 10.67 | 8.50 | 8.43 | 10.28 | 19.93 | 17.03 | 24.92 | 35.60 | 14.89 | 6.77 |
| Draw Down(%) | NA | 5.59 | 8.52 | 33.12 | 33.12 | NA | NA | … | … | 5.59 | 8.27 | 3.56 | 8.52 | 27.55 | 7.86 | 24.64 | 4.13 | 13.46 | 1.38 | 9.24 | 10.75 | 6.89 | 5.86 | 8.79 | 19.61 | 13.64 | 23.83 | 49.12 | 10.20 | 1.36 |
| Yield(%) | 0.00 | 8.52 | 5.66 | 3.29 | 5.64 | 5.80 | 4.81 | … | … | 0.00 | 8.89 | 3.58 | 3.88 | 1.55 | 3.28 | 2.51 | 10.67 | 9.85 | 9.58 | 7.27 | 6.12 | 5.76 | 4.58 | 5.49 | 1.97 | 2.30 | 2.47 | 2.16 | 2.25 | 1.95 |
Data as of 06/04/2026, Common starting date is 11/02/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLEGX (RETIREMENT LIVING THROUGH 2025 PORTFOLIO CLASS R4) |
-7.90%
Jun 2007 – Jun 2010 |
-1.30%
May 2007 – May 2012 |
2.42%
Oct 2013 – Oct 2023 |
2.92%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLEGX (RETIREMENT LIVING THROUGH 2025 PORTFOLIO CLASS R4) |
24.31%
Feb 2009 – Feb 2012 |
19.68%
Feb 2009 – Feb 2014 |
12.26%
Feb 2009 – Feb 2019 |
8.43%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart